Turn Client Experience into your Accounting Service Advantage
Our patented Client Savvy platform uses AI to revolutionize your client relationships. By seamlessly integrating into every step of the client journey, we help you manage expectations, close the feedback loop, elevate the customer experience, and build unshakable loyalty.
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Trusted by Leading Accounting & Professional Services Firms Worldwide
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THE CHALLENGE
Clients need year-round attention, not just during peak periods or tax season.
Accounting firms often focus on client experience during tax season or major engagements, but gaps in year-round communication lead to client dissatisfaction and missed opportunities. Silent churn is particularly dangerous: up to 25% of clients have unvoiced complaints, and 7% are at risk of leaving without warning.
Basic survey tools aren't designed to track client feedback and close feedback loops during complex client engagements. Our flexible yet tailored software seamlessly integrates with your workflow, capturing valuable client feedback throughout tax preparation, audit engagements, advisory services, and ongoing compliance work.
case studies
Discover how Perkins & Co. has been voted the 'Most Admired Accounting Firm' for 11 years using the Client Savvy Platform.
Perkins & Co leverages the Client Savvy Platform to systematically gather client feedback, identify improvement opportunities, and demonstrate their commitment to exceptional client service—earning them recognition as a Best of Accounting award winner for over a decade.
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How Perkins & Co Earned Best of Accounting for 10 Years
the solution
Features and Benefits of the Client Savvy Platform
Our ClientSavvy Platform takes your client experience to the next level! From collecting feedback to personalized follow-ups, we streamline every step to ensure every client's journey is heard and addressed. Build stronger relationships, earn repeat business, and turn happy clients into powerful referrals. Here’s how our feedback software can transform your success:
Use standardized methods to gauge client satisfaction levels
Strategically designed surveys that are customizable, powered by NPS and help you assess your firm’s health. Gather honest insights on specific service engagements and identify areas that will help improve project execution.
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Proactively address your client’s needs with real-time insights
Increase customer loyalty and retention by tackling issues appropriately, before they escalate. Learn how performance is across the board – each partner, practice area, location, etc. Identify where you excel and where you need to improve, both short term and long term.
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Showcase your service quality with verified client experiences
Let your customers do the talking for you
Turn your happy customers into the voices of your organization with public-ready testimonials that easily integrate with your social media channels. Give your marketing efforts an instant boost, get new leads and build your online reputation.
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Shine bright in a sea of competition
Get a competitive edge in the digital era by increasing your visibility online. 77% of ClearlyRated profile pages get listed on the first page of Google Search results. Add more credibility with live star ratings, testimonials and by getting listed in the ‘Best of Accounting’ lists.
AWARDS
A recognized service excellence program
Show prospects how important client experience is to you. Rooted in excellence, the ClearlyRated Best of Accounting award helps companies identify the top firms within their reach.
testimonials
What Our Customers Have to Say
ClearlyRated is trusted by some of the most innovative firms in accounting and professional services to help them design, deliver, and manage CX by helping them turn client feedback into revenue.
“Before beginning our Net Promoter Score® (NPS) program with ClearlyRated in 2011, we merely guessed at our client experience (CX) ...
Make continuous improvement the new norm
ClearlyRated integrates with leading CRMs and top data management systems and is always on, helping you stay updated at all times.
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Always know where your clients stand with real-time updates
Track long-term patterns and make holistic changes with historical data
Automate survey distribution and reminders
Why leading accounting firms choose ClearlyRated
12+ years of service expertise
For over a decade, top accounting firms have trusted ClearlyRated to improve service quality, expand advisory opportunities, and benchmark their services against current and historical data.
Ensuring excellence through a trusted awards program
ClearlyRated’s ‘Best of Accounting’ award acts as a stamp of credibility and validation for accounting firms that offer the highest level of service expertise.
Driving growth with actionable, data-driven insights and benchmarks
Get a comprehensive performance analysis of top accounting firms and use specific benchmarking data to offer specialized services that set you apart.
Ready to See the Client Savvy Platform in Action?
Unlock the power of client feedback and elevate your firm's success with client experience. Connect with our team to discover how our platform can amplify your firm's bottom line.
